- Navy Federal Credit Union (Cherry Hill, NJ)
- …to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm + Experience in business development to ... and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/ investment products and services to achieve the financial client's goals as a… more
- Deloitte (Princeton, NJ)
- Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues and provide tax… more
- Cherry Bekaert (Trenton, NJ)
- …closings + Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner Community Development ... in order to develop a sustainable financial plan + Helping secure private investment commitments and a strategy for long-term financial viability + Actively managing… more
- JPMorgan Chase (Wallington, NJ)
- …qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) certification is preferred + Bachelor's degree preferred INVESTMENT AND ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...in all states. Chase is a leading financial services firm , helping nearly half of America's households and small… more
- Bank of America (Short Hills, NJ)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- JPMorgan Chase (Jersey City, NJ)
- …and is responsible for assessing the adequacy of the control environments across the firm 's lines of business. **Job Description** This role is for an experienced IT ... our Internal Audit group you will strengthen internal controls. The Commercial & Investment Banking (CIB) Audit team is responsible for assessing the adequacy of the… more
- JPMorgan Chase (Jersey City, NJ)
- …performance and demand. You will build diversified experiences working with the firm 's Internal Audit teams, including Asset & Wealth Management, Commercial Banking, ... Consumer & Community Banking, Corporate & Investment Banking, Global Technology, Corporate Functions and Internal Audit...JPMorgan Chase that aims to enhance and protect the firm by providing risk-based and objective assurance, advice and… more
- JPMorgan Chase (Jersey City, NJ)
- …central to our technological resilience, offering a unique opportunity to shape the firm 's tech risk strategy and enhance industry compliance. As a Tech Risk & ... you will play a pivotal role in shaping and implementing the firm 's technology risk management strategy. Leveraging your advanced knowledge and expertise in… more
- Deloitte (Jersey City, NJ)
- …in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax ... trainings. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of… more
- Citigroup (Ridgewood, NJ)
- …Office (Excel, Outlook, and Word) and experience in financial planning software preferred + Basic understanding of investment and financial planning strategies ... at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth… more
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